Approve proposals and close deals
Approve proposals and close deals.
3 stages · 1 approval
Roles and responsibilities
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Step 1Prepare proposal
Quote NumberOpportunityTotalValid Until
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Step 2Approve terms
Quote NumberOpportunityPrepared ByTotal
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Step 3Close deal
Opportunity NumberAccountClosed AmountClosed Currency
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Prepare proposal
Prepare a versioned quote from opportunity products, with quantities, currency, validity and terms. The server calculates totals and validates discounts. Submit a protected snapshot with Status: Draft → Submitted; later line or terms edits require a new draft version and invalidate the old approval.
Approval required
Approve terms
Sales Manager approves submitted quote terms independently of PreparedBy and records the approved Revision. A manager preparing their own deal needs another authorized Sales Manager. Probability overrides use a separate ApprovalRequests decision tied to the opportunity Revision; approval never follows solely from a high score.
Close deal
Close Won only with an accepted, currently approved quote and retained customer acceptance evidence. Stamp ClosedAt and the closed amount; quota reports use that currency and period. Close Lost requires a reason. Reopening is a recorded manager-authorized transition and reverses the prior closed contribution without deleting history. Close atomically appends OpportunityCloseEvents and freezes ClosedAmount, ClosedCurrency, ClosedOwner and ClosedPeriodStart/End on the opportunity. Won amount equals the accepted quote total in its currency; periods use the configured reporting calendar. Draft product edits cannot change closed actuals. Only a scoped Sales Manager may reopen a closed deal, appending one Reopened event referencing the prior close before returning it to Open; repeated reopening reuses that reversal. Re-closing requires current accepted terms and a new immutable event. Quota actuals sum un-reversed Won events by frozen owner, period and currency, never mutable OpportunityProducts or current ownership.
Approvals and controls
1 approval required in this process
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Approve terms
Sales Manager signs · close deal waits
Quotes, ApprovalRequests - Record ownershipKeep every reference and attachment in the authorized workspace and the acting person’s permitted scope. A copied link cannot grant access to another customer’s record.
- Current decisionsReview the latest saved state before changing work. If someone changes protected facts after approval, send the revised record through its required review again.
- Repeated actionsA retry returns the original result when the same action has already been accepted. Keep an uncertain external outcome visible until its original request is reconciled.
- CorrectionsRetain the earlier decision and the reason for correcting it. A report or automation should not hide a reversal by deleting the original evidence.
Follow the outcome
The receiving team needs the current owner, the next action and a traceable result. Use the linked operating records when investigating a delay rather than treating a status label as the complete explanation. If a required person is unavailable, route the decision through an authorized replacement who remains independent of its preparer. Resolve missing evidence before closing the handoff. A locally completed action may still require a confirmed response from its configured destination.
Deal stages. A rep moves an own open deal and sees the dated history. Reject a cross-team move or stale Revision.
Renewals. A renewal appears without changing its original closed deal. Repeating the scheduling command creates no duplicate renewal.
Quote approvals. An independent manager approves the exact terms subsequently accepted. Reject self-approval, expired terms or acceptance after a line edit.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Prepare proposal | QuotesQuoteLines | Retain the stated outcome and its source evidence |
| 2 Approve terms | QuotesApprovalRequests | Record an independent decision on the submitted revision |
| 3 Close deal | OpportunitiesQuotesStageChangesOpportunityCloseEvents | Retain the stated outcome and its source evidence |
Process reports
All reportsQuote Decisions
Submitted proposal versions, independent approvals, expiry and acceptance outcomes.
Pipeline Summary
Open amount and weighted amount by stage, owner and territory, separated by currency.
Win and Loss
Closed outcomes with loss reasons, source and dated stage history.
Renewal Outlook
Upcoming renewal occurrences with their original deal, owner and expected amount.
Sales Cycle
Elapsed time between recorded stage changes and closing outcomes.
Run by an agent
Agent support
An agent acts within the current user or service scope. It cannot provide its own independent human approval, restore a withdrawn contact purpose or turn an unknown external response into a confirmed result.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› approve proposals and close deals · prepare proposal on Quotes, QuoteLines
✓ Prepare a versioned quote from opportunity products, with quantities, currency, validity and terms.
› approve proposals and close deals · approve terms on Quotes, ApprovalRequests
⏸ approval · waiting for the sales manager
# 1 more stage after approval: close deal